Which of the following is a Client Site default option referenced in advisor settings?

• A. Client tasks
• B. Onboarding settings
• C. Document settings
• D. User roles

Answer: (B)

Onboarding settings define the standard client onboarding flow that becomes the default for new Client Site setups. This setting controls what the client sees and what information is requested at first access—such as required documents, initial tasks, welcome messages, and automated steps. By making onboarding the default, every new client site starts with the same onboarding experience, ensuring consistency and saving time for the advisor.

This is the best fit because the question asks for a Client Site default option referenced in advisor settings, and the onboarding area is specifically about establishing the initial client experience across new sites. Other options relate to different aspects: client tasks are individual tasks assigned to clients, document settings govern what documents are available or required, and user roles deal with permissions and access rather than the default onboarding workflow.